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Default Unit Type for Quantity on Hand Adjustments

Materials are the supplies used to do tasks in your organization. When a material is created, there are several quantity fields that may be populated with a default value and unit type to make adjustments to quantity easier. The best practice is to make the unit type value the same in all fields on the Material record.

There are four ways to adjust quantity on hand for a material per location: 

  • Stock
  • Transfer
  • Increase Adjustment
  • Decrease Adjustment

When performing an adjustment, the default unit type is pulled from the material record.

  • For stocking, the default unit type is used from the Reorder Amount.
  • For transfer, increase  and decrease adjustments, the default unit type is used from Default Usage Quantity.

The unit type may be changed on the adjustment screen but must be from the same unit type grouping. For example, if your material has a default unit type of ft, then you can stock in any unit of length such as yards, inches or chains. For example, the Default unit is 100 ft but you received 30 yards of material. When stocking the material, enter 30 yards and the quantity on hand updates by 90 feet. 

Another example is the unit grouping of volume. A material may have a default unit type of gallons, but the user can enter fl. oz., pint, qt. or gallons when doing quantity on hand adjustments and the value will be converted to gallons when saved to the Quantity on Hand field in the material.

If the selected unit type entered in the adjustment is not of the same unit grouping as the quantity on hand unit, the user receives an error.